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BFEC

Benjamin F. Edwards & Company Portfolio holdings

AUM $5.69B
1-Year Est. Return 15.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,049
New
Increased
Reduced
Closed

Top Buys

1
+$8.93M
2
+$7.18M
3
+$6.39M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$5.72M
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$5.48M

Top Sells

1
+$6.26M
2
+$5.82M
3
+$4.92M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$4.6M
5
FTSD icon
Franklin Short Duration US Government ETF
FTSD
+$4.44M

Sector Composition

1 Technology 6.89%
2 Healthcare 5.73%
3 Industrials 5.66%
4 Financials 4.76%
5 Consumer Staples 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-16,134
1952
$0 ﹤0.01%
12
-43
1953
– –
-500
1954
– –
-300
1955
– –
-94
1956
– –
-218
1957
– –
-26
1958
– –
-234
1959
– –
-16
1960
– –
-94
1961
– –
-264
1962
$0 ﹤0.01%
14
1963
– –
0
1964
– –
-40
1965
– –
0
1966
– –
-26
1967
– –
-27
1968
– –
-44
1969
– –
-60
1970
– –
-5
1971
– –
-15
1972
– –
-2,000
1973
– –
-260
1974
– –
-93
1975
– –
-24
77 78
79
80 81